Media

Kiplinger: 3 Tax-Smart DAF Strategies Advisers Can Put to Work for Clients During Giving Season

InvestmentNews: Revealed: InvestmentNews' Hot List of Financial Professionals for 2025

InvestmentNews: Top Financial Professionals in the US | Hot List

FA: Four Opportunities To Add Value In Giving Season

Trust & Estates: The Cash Set-Aside: A Powerful Private Foundation Tool

Inspired Money: The Power of Giving: How Philanthropy Impacts Financial Well-being

DWN: Advisor Tech Talk (Week of 9/29/25)

ThinkAdvisor: Foundation Source Adds Multi-Custodial Capabilities to DAF Platform

WM: Foundation Source Adds Multi-Custodial Capability to DAF Platform

Investors Hangout: Foundation Source Revamps DAF Platform for Enhanced Flexibility